LOIM
SIVB

Liberty One Investment Management’s SVB Financial Group SIVB Stock Holding History

Liberty One Investment Management’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20
Closed -$10 – 170
2023
Q2 		$10 Sell
20
-481
-96% -$241 ﹤0.01% 170
2023
Q1 		$454 Buy
501
+67
+15% +$18.8K ﹤0.01% 169
2022
Q4 		$99.9K Buy
434
+25
+6% +$6.21K 0.01% 129
2022
Q3 		$137K Sell
409
-189
-32% -$76.1K 0.02% 127
2022
Q2 		$333K Buy
598
+200
+50% +$94.2K 0.06% 115
2022
Q1 		$223K Buy
398
+2
+0.5% +$1.21K 0.03% 121
2021
Q4 		$269K Sell
396
-176
-31% -$124K 0.04% 124
2021
Q3 		$370K Sell
572
-26
-4% -$15.1K 0.06% 114
2021
Q2 		$333K Buy
598
+126
+27% +$69.9K 0.06% 118
2021
Q1 		$233K Buy
+472
New +$232K 0.04% 122

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Liberty One Investment Management's SIVB Position: Q3 2023 in Review

Liberty One Investment Management sold out of SVB Financial Group (SIVB) in Q3 2023, closing a stake of 20 shares — an estimated $10 sold.

Liberty One Investment Management first reported a position in SIVB in Q1 2021 and held it in 10 quarters. The position peaked at $370K in Q3 2021. 17 funds tracked by Wall St. Rank hold SIVB as of Q3 2023.

  • Liberty One Investment Management reported no remaining SVB Financial Group position as of Q3 2023 after selling out during the quarter.
  • Liberty One Investment Management sold 20 SVB Financial Group shares in Q3 2023, an estimated $10.
  • Liberty One Investment Management first reported a position in SVB Financial Group in Q1 2021 and held it in 10 quarters.
  • Liberty One Investment Management's SVB Financial Group position peaked at $370K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2023.

Based on Liberty One Investment Management's 13F filing for Q3 2023, filed 3 Nov 2023.